PC
CFA
PC
CFA

Paola Cuevas

3 Years of Experience

Paola Cuevas is a CFA-designated registered investment advisor at Global Kandor Advisors, LLC, based in Key Biscayne, FL, with 3 years of industry experience. Paola operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 65 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
65 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$415.1M

Fee Structure

Planning is included in investment management

Global Kandor charges a percentage of your portfolio annually, ranging from 0.50% to 2.00%. The exact percentage depends on the complexity of your situation, whether you want financial planning, the amount you invest, and your overall relationship with Global Kandor. Fees are paid quarterly, in advance. Fees may be negotiable.

Loading...

Location

200 Crandon Boulevard, Suite 325, Key Biscayne, FL, 33149

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Global Kandor Advisors, LLC
November 2022 - Present · 3 yrs 5 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.